Reinventing Success

The PCM Experience

Let's Reinvent Success in Life

Our 5-step, integrated, wealth management process simplifies, helps to clarify and addresses your most complex wealth-related issues. Together we will identify your financial goals and create a plan for your future. It all starts with you.

We're here to make sure you get what you want out of life.

Financial advisors

Our Collaborative Approach

Our firm was founded in 1995 on the belief that no two clients have the same needs or concerns. At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment consulting to help you achieve your goals.

Success for you requires a comprehensive approach to wealth management, tax mitigation, wealth protection, wealth transfer, charitable giving and, for business owners, exit and succession planning.

The 5-Step Process

Step 1

Initial Discovery Meeting

Our initial meeting is truly a conversation all about you. Throughout our first discussion, we want to learn what’s most important about you, your goals and the values that you hold dear.

Step 1

Step 2

Investment Plan Meeting

Drawing from the information gathered during your Discovery Meeting, we present our findings in a comprehensive investment plan highlighting the strengths that your family brings to the table as well as the opportunities for improvement that we can help with to ensure you meet your financial goals.

Step 2

Step 3

Mutual Commitment Meeting

Shortly after our investment planning meeting, we mutually decide if our firm is the right fit for meeting your family’s needs. If we both decide that we are in agreement for meeting your family’s goals, we commit together towards achieving what is important to you and your family.

Step 3

Step 4

Follow-up Meeting

After you have chosen us to be your advocates, we have our 45-Day Follow-Up meeting to organize your account paperwork. In addition, we will start your personally-designed Advanced Plan, outlining your entire range of financial needs, with our recommendations for moving forward.

Step 4

Step 5

Ongoing Progress Meetings

During our regular process meetings, we will meet with you at mutually-convenient times. These get togethers give us an opportunity to make adjustments to your portfolios based on changes in your life since our previous visit. At your first Regular Progress meeting, we’ll present our Advanced Plan, based on our earlier information-gathering. Then, together, we’ll prioritize the initiatives of greatest importance to you, so we can begin to address them systematically. We also review progress toward your long-term life and financial goals.

Step 5

Schedule a complimentary Introductory Call with one of our financial professionals today!

Contact Us

Pennsylvania Capital Management
1841 Huntingdon Pike
Huntingdon Valley, PA 19006
United States

hello@pcmadvisors.com

1.800.788.4400

About Us

At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment consulting. It requires a comprehensive approach to wealth enhancement, tax mitigation, wealth protection, wealth transfer, charitable giving and even business exit and succession planning.

Business Hours

We welcome the opportunity to support you anytime you might need us. We are open from:

Monday - Friday: 8:00AM - 5:00PM (EST)
Saturday: Closed
Sunday: Closed

Scroll to Top